Position in PSX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$286,022
+$77,752 QoQ
Shares Held
1,570
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,022 | 1,570 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $208,270 | 1,614 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213,551 | 1,570 | Shares | Sole | 2025-11-05 | |
| 2024-09-30 | $206,376 | 1,570 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $221,636 | 1,570 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $256,443 | 1,570 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $209,029 | 1,570 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 | $209,856 | 2,070 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $215,445 | 2,070 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||